AAA-CPA to exhibit at The 46th Annual Heckerling Institute on Estate Planning Jan. 9-13, 2012
The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors and wealth management professionals. The general session lectures and breakout sessions offer comprehensive coverage of the latest estate planning techniques and strategies, while special program tracks allow attendees to customize their educational experience and focus on those areas most relevant to their practice. In addition to traditional estate planning topics, this year's Institute offers programs on related areas that can enhance your practice such as elder law, asset protection and income tax planning. Attendees also enjoy unparalleled networking and professional development opportunities that make attending the Heckerling Institute a valuable investment for every estate planning professional. Click here to register online.
The Recent Developments panel will cover the most significant legislative, regulatory and case law developments of 2011.
A unique Focus Series will explore how to plan successfully in today's uncertain economic and legal environments by building flexibility into the estate plan, including targeted strategies for clients with $5 million or less, for medium sized estates of $5 to $15 million and for large estates of over $15 million.
The Financial Assets Series will cover the advantages and drawbacks of using annuities in estate planning, planning with Roth IRAs and the best practices for monitoring life insurance policies in ILITs.
Our Litigation and Tax Controversies Series will include sessions on the effective use of expert witnesses, how to properly maintain and administer FLPs and how to avoid or litigate a financial elder abuse case.
The Fundamentals Programs will offer a thorough review of powers of appointment, tax-exempt organizations and charitable gift planning and the use of grantor trusts.
Networking and Practice Development: As the largest gathering of estate planning professionals in the country, the Institute offers a unique opportunity to exchange ideas, network and review the latest in technology, products and services displayed by nearly 150 vendors in an exhibit hall dedicated entirely to the estate planning industry.
AAA-CPA members receive 10 percent off on all new subscriptions to Thomson Reuters Checkpoint®
Thomson Reuters Checkpoint®, the industry-leading online tax and accounting information resource, provides the research, tools, online learning and news that you need, in one comprehensive and integrated platform. Checkpoint and our expert content and analysis from RIA®, WG&L®, PPC®, EBIA®, WorldTrade Executive, as well as other integrated sources, deliver the answers you need when you need them to make you even more effective. Call 800-950-1612 and indicate you are an AAA-CPA member.
The AAA-CPA welcomes our new members from September-October!
Please click here to view the list of new members. Interested in joining the AAA-CPA? Visit us online at www.attorney-cpa.com to apply for membership.
Many companies pay $0 in income tax, study finds
Chicago Tribune Share
The corporate tax rate is 35 percent, but an examination of 280 of the nation's largest corporations suggests that many aren't paying anything close to that. The real tax rate paid by a slew of major corporations averages closer to 18.5 percent, according to a study released by two liberal tax research groups. More
McDonald's chief: Cut taxes, curb fed spending
United Press International Share
Washington must cut taxes and government spending to kick-start a U.S. economic recovery, McDonald's Corp. Chief Executive Officer Jim Skinner says. "The question is, how can we get the ox out of the ditch?" Skinner told Britain's Sky News at the world's largest hamburger chain's Oak Brook, Ill., headquarters. More
Colorado tax defeat a signal of voters' sour mood
The Associated Press Share
An off-year tax vote in Colorado likely sent a powerful message to policymakers nationwide who are wondering if voters will consider paying more for services they say they want. The answer: No way. More
Thomson Reuters rebuilds Accounting CS for the cloud
Accounting Today Share
Rather than retool their existing accounting software, Thomson Reuters decided to build a completely new application from the ground up. The result is Accounting CS, the first tax and accounting application designed to take full advantage of cloud computing and the continuous, free flow of real-time data that it allows. More
Simon Property sues to force Indiana to tax e-commerce sales
Bloomberg Businessweek Share
Simon Property Group Inc. sued the state of Indiana to force it to collect taxes from Internet retailer Amazon.com Inc. for sales made to residents. "SPG is not seeking money damages," the biggest U.S. shopping mall operator said in a statement announcing its filing in Indianapolis state court. "This action is being filed to benefit all of Indiana's taxpayers and the state's brick-and-mortar retailers," many of whom are Simon tenants. More
IRS clarifies foreign government tax exemptions
The Internal Revenue Service (IRS) has released a notice of proposed rulemaking that is intended to provide guidance as to when the income of foreign governments and international organizations from investments in the United States will be deemed to be exempt from taxation under section 892 of the Internal Revenue Code. Section 892 exempts from U.S. income taxation certain qualified investments, including income from investments in financial instruments, derived by a foreign government. The term 'foreign government' is defined to mean only the integral parts or controlled entities of a foreign sovereign, and the exemption from U.S. income tax does not apply to income derived directly from the conduct of any commercial activity. More